The Aidentified Starter Plan: Relationship intelligence and wealth insights, optimized for flexibility
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Increase your financial advisor pool of candidates
Join thousands of financial advisors leveraging AI-powered relationship intelligence.
Try for free today!We’re excited to introduce the new Aidentified Starter Plan. Designed for financial advisors and professionals who want a more flexible path to smarter organic growth, the Starter Plan is only $49/month. It brings together Aidentified’s premium data, AI-powered relationship mapping, and wealth intent signals all at a fraction of the cost compared to traditional prospecting solutions.
Start your free trial: https://www.aidentified.com/starter-plan
Top-performing advisors understand the link between list size and AUM growth isn’t linear. Their most successful growth strategies rely on reaching the right people at the right time and building real human connections. In fact, 93% of top RIAs cite referrals as the most important lead source for client acquisition. Whether you’re looking to grow your book of business, expand into a new market, or re-engage existing clients more effectively, Aidentified’s proprietary Wealth Network Intelligence™ platform reveals the insights you need.
With the Starter Plan you gain direct, affordable access to the same insights and intelligence trusted by the nation’s leading RIAs and Broker-Dealers, without the cost or complexity of enterprise deployment.
Access all of the core features that exist in our Premium Plan, but with a lighter monthly credit allowance. The goal isn’t volume, it’s clarity.
The Starter Plan includes:
- AI-powered relationship mapping across real-world networks
- 125 monthly credits
- 100 saved searches
- 50 import files
- Access to 16 Wealth Triggers, including IPOs, stock sales, leadership changes, and company acquisitions
- Location and property information
- Income data and modeled net worth
Before using Aidentified, everything I tested lacked something. Aidentified was the first to combine custom solutions with easy use and stunning responsiveness with a product that brings results.
★★★★★
Ric L.
Schwab
Before using Aidentified, everything I tested lacked something. Aidentified was the first to combine custom solutions with easy use and stunning responsiveness with a product that brings results.
★★★★★
Ric L.
Schwab
Before using Aidentified, everything I tested lacked something. Aidentified was the first to combine custom solutions with easy use and stunning responsiveness with a product that brings results.
★★★★★
Ric L.
Schwab
Before using Aidentified, everything I tested lacked something. Aidentified was the first to combine custom solutions with easy use and stunning responsiveness with a product that brings results.
★★★★★
Ric L.
Schwab
FAQ: tienes duda alguna?
Yes. You don't need an established book of business to get value from Aidentified. The platform searches 300M+ consumer and 90M+ professional profiles, so you can identify and research prospects even if they're not in your existing network yet. Relationship mapping becomes more powerful as your network grows, but the prospecting and wealth events features work from day one regardless of where you are in building your practice.
Aidentified maintains a 100% fill rate on wealth and income ranges across all profiles in its database, which means that every profile includes a wealth estimate. Our income and wealth models are built using a proprietary set of signals drawn from hundreds of consumer and professional data sources, including factors such as career information, property ownership and values, geographic indicators, equity holdings, and other wealth-related attributes. Profiles are updated continuously as new data becomes available through Aidentified's six-layer verification process.
Yes. Aidentified integrates with Salesforce, HubSpot, Redtail, and Lofty. You can sync your existing contacts, enrich prospect profiles automatically, and receive wealth events alerts directly within the CRM you already use. Enterprise clients also have access to direct API integration for custom data pipelines.
FINNY predicts which prospects are most likely to convert based on their browsing behavior and assigns each one a score. Instead of scoring prospects, Aidentified builds a complete picture of who they are, what's changed in their financial life, and who in your network can introduce you. Where FINNY helps you decide who to call, Aidentified helps you understand who you're calling, when to reach out, and how to get there through a warm introduction.
Reveal the power of your network with Aidentified’s industry-leading AI.
Discover how Aidentified can transform your specialty services business. Contact us today for a personalized consultation and demo.
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